2.2 Edit Account

Editing a Linked Account

Users may click into any available account on the listing page to view and edit additional details linked to that account.

2.2.1 Main

Under the Main tab, the following information about the account is displayed:

  • Customer Name

  • Code

  • Status

  • Type

  • Identity Type

  • ID Number

  • Gender

  • Tax Registration Number

  • Currency

  • Description

  • AR/AP Type

  • Phone Number

  • Email

  • Created By

  • Creation Date

  • Modified By

  • Modified Date

2.2.2 Login

Listing

Login Tab - Listing

Under the Login tab, will display information regarding the customer’s linked login emails as follows:

  • User Email

  • Rank

  • Status

  • Modified Date

Login Create

Login Tab - Create

Users may additionally link a new email to the customer account by clicking on the Add button. The create menu will require the following:

  • User Email

  • Rank

  • Status

2.2.3 Payment Config

Listing

Payment Config Tab - Listing

The Payment Config tab displays a listing of payment configurations linked to that customer account with the following information:

  • Country

  • Payee Resident Status

  • Payment Type

  • Bank

  • Bank Identifier Code

  • Bank Acc. No.

  • Bank Acc. Holder Name

  • IBN No.

Payment Config Create

Payment Config Tab - Create

Users may create additional payment configurations for themselves in their customer accounts by providing these details:

  • Payee Resident Status

  • Payment Type

  • Country

  • Bank

  • Bank Identifier Code

  • Bank Acc. No.

  • Bank Acc. Holder Name

  • IBN No.

  • Account Expiry

2.2.4 Tax

Tax Tab

In the Tax tab, users can view the tax information subjected to their customer account. The available information are:

  • Country

  • Tax Code

  • Tax Type

  • Tax Rate

  • Tax Option

2.2.5 Address

Listing

Address Tab - Listing

Users may view the following information about their addresses linked to their customer account in the Address tab:

  • Address Name

  • Address Type

  • Address Line 1

  • Address Line 2

  • Country

  • State

  • Postcode

Address Create

Address Tab - Create

Additionally, users may add new addresses to their accounts by providing these details:

  • Address Name

  • Address Type

  • Address Lines 1 to 5

  • Country

  • State

  • City

  • Postcode

2.2.6 Contact

Listing

Contact Tab - Listing

Under the Contact tab, users can view the contact information linked to their customer account. Available information on the contacts are as follows:

  • Contact Name

  • Contact ID

  • Designation/Position

Contact Create

Contact Tab - Create

Users may also add new contact details to their customer record by providing the following information:

  • Contact Name

  • Contact ID

  • Designation/Position

  • Office No

  • Extension No

  • Mobile No

  • Fax No

  • Phone Number

  • Email

  • Other No

2.2.7 Branch

Branch Tab

The Branch tab allows a user to view the branches linked to their customer account through a listing with these information:

  • Branch Name

  • Company Name

  • Location Name

2.2.8 Credit Term and Limit

The Credit Term and Limit tabs allow a user to view the associated credit terms and credit limit information to their customer account.

Credit Term

Credit Term and Limit Tab - Credit Term

The credit term sub-tab displays these information:

  • Credit Term Code

  • Credit Term Name

  • Status

  • Modification Date

Credit Limit

Credit Term and Limit Tab - Credit Limit

The credit limit sub-tab displays these information:

  • Credit Limit Code

  • Credit Limit Name

  • Credit Limit Currency

  • Credit Limit Amount

  • Status

  • Modification Date